Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Also, a Licensed CPA firm, we are equipped to help your Small Business with your Accounting needs, as well as many other business services to help you increase profitability.

Click on any of the services below to visit our Tax planning, preparation, and Business services focused website.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Click to visit our Tax Preparation-focused services on our other website.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability

Click to visit our Tax Planning-focused services on our other website.

Small Business Services

Establish greater profitability and business efficiency! 

Click to visit our Small Business Services-focused information on our other website.

Allan J Rolnick, CPA, CTC’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Allan J...

A 12-Point Financial Health Check For New York Metro Families And Individuals

We are now fully engaged in our tax "off season" here in New York Metro. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

5 Tips To Think More Clearly About Financial Decisions For New York Metro Taxpayers

Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at TriState Tax Resolution LLC. New York Metro clients have been streaming through our doors, and we've been enjoying our little mini-reunion with so many longtime friends....

2018 Tax Reform Update And A Holiday Prayer from Allan

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

Tax Paperwork Checklist

Already, we have tax clients who have filed, have received refunds and have written us notes telling us that they’ve never been more pleased…

A Family Budget Plan By Allan Rolnick

Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to...

Allan Rolnick’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Common Sense Taxpayer Information Security for TriState Tax Resolution LLC Clients

We're gearing up for tax season around here, already beginning to help certain New York Metro clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have...

3+ Reasons Why New York Metro Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our New York Metro office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that...

4 Goals To Jumpstart Your Financial Freedom In the New York Metro In 2018

It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!